Job Importer Tool
This guide provides an overview of the Import Job process. We've included helpful tips to successfully import jobs from your previous system into Supermove
Getting Started
- Click here to access the Job Importer Tool Template
- Make a copy of the entire spreadsheet
- READ ME: This tab is identical to the table shared below and is intended to help you identify which data points are required vs. optional
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Data Worksheet: This tab is what should be used for formatting your import list. Please note any deviation from this format will result in our system rejecting the import. Please copy your data into this sheet. Do not change the headers.
- All required fields have conditional formatting in order to highlight missing data.
- There are hidden rows that are used to populate the other sheets.
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Rows With Missing Data: This tab will populate with links to specific rows in the Data Worksheet tab that are missing required columns.
- To force the sheet to refresh at any point, click Custom Tools -> Refresh Sheet: Rows with Missing Data
- Finalized Data: This pulls data from the worksheet without formatting and without the hidden rows. Please download this sheet as the CSV for upload.
- Copy over all applicable information from your previous system into the Data Worksheet.
- No extra columns are available for the standard import.
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Make sure your template is public and reach out to our Product Experts Team at help@supermove.com for the next steps
- Data with all required fields in this worksheet may still required follow up adjustments on import. Any updates will be communicated after further review by our Product Experts.
Data Columns
When importing jobs, some values are required. If you don’t have certain required fields for your clients, don’t worry! Below are explanations of each column, as well as example values that you can use as needed.
| Column | Required? | Data Formatting | Example | Notes and Recommended Defaults |
|---|---|---|---|---|
| Company Name | Supermove | |||
| Contact First Name | Required | Jane | ||
| Contact Last Name | Required | Doe | ||
| Contact Email | jane@gmail.com | |||
| Contact Phone | Numbers only, no spaces or special characters | 4159911969 | ||
| Project Type | Required | project type name that exists in the system, case sensitive | Local Move | A new project type can be created specifically for imported data. This allows it to be viewable in your account |
| Job Type | Required | job type name that exists in the system, case sensitive | Move | A new job type can be created to hold data for the import. |
| Move Size | Required | Must be one of the configured options in your Supermove Account | Studio | Move Sizes are highly customizable in your account. Please see the configured options in your account settings. |
| Salesperson | Full name of salesperson that exists in your Supermove account | Tommy Smith | ||
| Referral Source | Optionally Required | If required in your account, you will need to have one of the predefined sources listed | Referral | Referral Sources can be required depending on how your account is set up |
| Referral Details | Previous customer | |||
| Office Notes | Free form value. Any additional information not needed in the project can be added here. | Repeat customer, add discount next time | ||
| Move Date | Required | Must be in YYYY-MM-DD format | 2022-05-13 | |
| Moving From Address | Required | 2390 Powell Street | If you need to import a project that doesn't have an address listed, please use your warehouse address as a placeholder | |
| Moving From Unit # | Unit 25 | |||
| Moving From City | San Fransisco | |||
| Moving From State | CA | |||
| Moving From Zip Code | Required | 94133 | If you need to import a project that doesn't have a zip code, please use your warehouse zip code as a place holder | |
| Moving From Notes: | unit is on second floor | |||
| Moving To Address | Required | 51 High Street | If you need to import a project that doesn't have an address listed, please use your warehouse address as a placeholder | |
| Moving To Unit # | Apt. 4 | |||
| Moving To City | San Fransisco | |||
| Moving To State | CA | |||
| Moving To Zip Code | Required | 94114 | If you need to import a project that doesn't have a zip code, please use your warehouse zip code as a place holder | |
| Moving To Notes | have to go up two flights of stairs | |||
| Movers Count | 4 | |||
| Move Start Time 1 | Must be in HHMM format | 0800 | ||
| Move Start Time 2 | Must be in HHMM format | 0900 | ||
| Move Total Price | Total cost of moving service | 6230 | ||
| Inventory Estimated Weight | 8826 | |||
| Inventory Actual Weight | 9489 |
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